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NAVdryx docs

Connect a general ledger

Connect QuickBooks Online, Xero, Sage Intacct, or NetSuite, and understand what a connection does today and what stays a manual step.

Steps

  1. Choose your GL. Integrations exist for QuickBooks Online, Xero, Sage Intacct, and NetSuite.
  2. Enter the connection’s API tokens. Connecting by OAuth sign-in is not yet available: you enter your GL company ID and the access and refresh tokens issued by your GL vendor, with their expiry dates if you have them. Tokens are encrypted at rest and treated with the same protection as production database credentials, because a token gives whoever holds it the ability to post entries into your GL.
  3. Map your accounts. Map NAVdryx’s accounts and categories to the GL’s before the first posting. Syncing the chart of accounts, customers and vendors, and classes from the GL is not yet available, so the mapping is maintained in NAVdryx.
  4. Approve a draft entry. Approving a draft journal entry inside NAVdryx is what sends it toward the GL as a draft or unposted entry — see Accounting close for why posting is always two-stage. Posting directly to a live GL is not yet available: NAVdryx won’t post without first confirming that the GL period is open, and none of the four integrations can confirm that yet, so the draft stays in NAVdryx and the attempt is logged. QuickBooks Online also has no draft-entry state, so NAVdryx doesn’t post to it directly. Post from the export described below.
  5. Monitor the connection. Connection status, sync logs, an error queue, and each connection’s token expiry date are visible from the integration’s own page.

The manual export

Whether or not you connect a GL at all, an approved management-fee run’s journal entry exports as a CSV or Excel file that you post by hand in any GL — a deliberate path, not a gap the platform happens to leave open. Draft entries from bills, accruals, receivables, and payables don’t have a file export yet.